U.S. retirement plans whose Form 5500 Schedule of Assets reports this exact fund, parsed from filing PDFs and ranked by position size. Matched on the normalized security name across every plan’s latest filing.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | ROSENDIN HOLDINGS, INC. ROSENDIN ELECTRIC, INC. EMPLOYEE STOCK OWNERSHIP PLAN | SAN JOSE CA | 2,219 | $1.5B | $4.7M |
| 2 | SHORENSTEIN REALTY SERVICES, L.P. THE SHORENSTEIN 401(K) TAX SHELTERED SAVINGS PLAN | SAN FRANCISCO CA | 217 | $134.8M | $3.7M |
| 3 | BELK STORES SERVICES, LLC BELK 401K SAVINGS PLAN | CHARLOTTE NC | 18,856 | $400.6M | $3.7M |
| 4 |
| CREDIT UNION OF COLORADO CREDIT UNION OF COLORADO 401(K) RETIREMENT PLAN |
DENVER CO |
| 401 |
| $60.2M |
| $133K |
